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Your Window on Money

Our Quarterly Client Newsletter


Your Window on Money seeks to address topical issues that are likely to be of interest to most readers; please do not hesitate to contact us should require further information on any of the articles, or any other financial matter.

Your Window on Money - download the latest issue

Inside this issue

  • Age 20 or 50+? Maintain your retirement focus – For many people, decisions about their retirement have been driven by the financial impact of the pandemic 
  • Have you saved during lockdown? – A wave of savings enthusiasm, prompted by people managing to save in lockdown has resulted in 36% of the UK population looking to save
  • Titanic disaster led to historic life insurance payouts – Recent events show us that life insurance is every bit as important in 2020 as it was in 1912
  • The intergenerational impact of coronavirus – Although older generations have suffered the greatest health impact, young people have borne the social and financial brunt
  • Small island living – rediscovering what we already have – Taking stock of your finances and appreciating what you have can give you a sense of financial control
  • ISA – 21 not out – Now at the grand old age of 21, the overall ISA allowance is a generous £20,000. Are you looking to invest tax efficiently?
  • Getting financially fit for a new way of life – With millions of people having been affected financially by the pandemic, it’s possible that your finances no longer match your lifestyle and needs

The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.


Jigsaw FP Newsletter, Spring 2020

Summer 2020 inside this issue

Building financial resilience // Protecting your investment portfolio // Be vigilant and scam smart // Timing pays off for the early bird ISA investor // Making sense of pension withdrawals // Know your numbers this tax year // Protection for your money

Jigsaw FP Newsletter, Spring 2020

Spring 2020 inside this issue

Make time for life’s big decisions  //  Key points from the Spring Budget //  Spring Budget – know your numbers  //  Pension woes: the tale of Gen X  //  Life insurance for astronauts?  //  Spring clean your finances for a sense of wellbeing  //  Five million self-employed  //  Early financial education gives children a head start

Jigsaw FP Newsletter, Winter 2019

Winter 2019 inside this issue

Tone up your finances in 2020  //  The sandwiched: finding time to thrive  //  ATOMIC explosion! Acronyms Take Over Many Investment Concepts  //  Pension inequality starts at birth  //  University challenge of digs and tuition  //  Work for yourself? Make your pension work for you 

Jigsaw FP Newsletter, Autumn 2019

Autumn 2019 inside this issue

On your radar – key personal finance tips  //  Financial lessons for the next generation  //  Poor financial wellbeing impacting employees  //  What is infrastructure investment?  //  Planning for a family  //  Save to succeed  //  JISAs gaining in popularity

Jigsaw FP Newsletter, Summer 2019

Summer 2019 inside this issue

Investment jargon made simple  //  Savings – do you need a nudge?  //  When will you retire?  //  Saving £2,880 a year could provide a retirement windfall for your child  //  Generation X top the pensions savings chart  //  Huge rise in protection policy take-up  //  Millennials could save £10.5bn by making a few lifestyle swaps

Jigsaw FP Newsletter, Spring 2019

Spring 2019 inside this issue

Financial mistakes even the experts can make  //  Scams update – new warnings issued  //  Worry for carers without protection policies  //  ‘Sandwich generation’ facing major challenges  //  Tax allowances – use them or lose them!  //  Financial advice for new parents  //  Middle classes most impacted by Inheritance Tax

Jigsaw FP Newsletter, Winter 2018

Winter 2018 inside this issue

Does your money need a personal trainer?  //  Single adults find it hard to save  //  How to side-step retirement remorse  //  Self-employed? Prioritise your pension in 2019  //  Poor health prompts retirement  //  Pensions – there’s good news!  //  Make 2019 the year you get the protection you need  //  Time to top up your ISA?

Jigsaw FP Newsletter, Autumn 2018

Autumn 2018 inside this issue

Is your family financially-savvy?  //  What are the main asset classes?  //  Seven out of ten pension savers favour retirement income targets  //  More taking out protection policies as health consciousness rises  //  Reached your half-century? How to plan for retirement  //  Adults carry out 109 life admin tasks per year  //  Women are better savers than men.

Summer 2018 inside this issue

Pensions jargon – busted  //  Are millennials saving enough for retirement?  //  Early retirement could disappear by 2035, so it’s time to plan  //  Power of Attorney – record numbers entrusting

Spring 2018 inside this issue

Five personal finance habits we should all adopt  //  More than £400 million languishing in old pension pots  //  Two-thirds without life insurance despite health worries  //  Dividend allowance reduction from April 2018

Winter 2017/18 inside this issue

One in three retirees will have to rely in the state pension  //  Where will you live in retirement?  //  Don’t leave your loved ones facing financial ruin  //  Do we need targets to help us save more for retirement?  //  Addressing your personal finance weak spots

Autumn 2017 inside this issue

Millennials: don’t overlook the benefits of insurance // Pension freedoms – don’t lose out! // A few personal finance facts we all need to know // How employees can unlock ‘free’ pension cash // Plan now for a comfortable retirement

Summer 2017 inside this issue

What the election result might mean for your money // Parents more likely to insure their possessions than their health // Be aware – new online scams reported // The 17 million ‘sandwich generation’ // Remarriage – why you need to update your Will

Spring 2017 inside this issue

Does it make sense to combine your pension pots? // The peace of mind that protection policies can provide // Power of Attorney – why numbers are rocketing // Happy 5th Birthday to the Junior ISA // Regrets people have in retirement, and how to avoid them

Autumn 2016 inside this issue

Junior ISA – cash or stocks and shares // Surviving financially after the death of a loved one // How much will you spend in retirement? // Will Brexit derail pension freedoms? // Annuities – where are we now?

The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.

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